Baidu is emerging as a major AI chip player in China to fill the Nvidia gap [CNBC]
TENCENT HLDGS UNSP/ADR (TCEHY)
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Source: CNBC
Beijing's focus on pushing domestic chips could make Baidu's chip unit, Kunlunxin, a fast-growing business for the company. Chinese tech giants including Tencent and Alibaba have reported a shortage of chips and components related to AI. In this article A general view of the Baidu logo is seen at the Shanghai New Expo Center during the World Artificial Intelligence Conference 2025 in Shanghai, China, on July 28, 2025. Ying Tang | Nurphoto | Getty Images Tech giant Baidu is emerging as one of China's key artificial intelligence chip players, positioning itself as a challenger to Huawei as both look to fill the void left by industry leader Nvidia being kept out of the country. Best-known as China's biggest search business, Baidu has in recent years refocused its business around driverless cars and AI, including a majority-owned subsidiary, Kunlunxin, which designs chips. Several analysts have upgraded their outlook on Baidu's stock over the past few weeks, citing the semi
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